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JT
Jupiter Topco Portfolio holdings
AUM
$245B
This Fund
S&P 500
This Quarter
Est. Return
+28.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$245B
AUM Growth
–
Cap. Flow
+$233B
Cap. Flow
% of AUM
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$16.6B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.7B |
| 3 |
Broadcom
AVGO
|
+$7.85B |
| 4 |
Microsoft
MSFT
|
+$7.52B |
| 5 |
Amazon
AMZN
|
+$6.22B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.81% |
| 2 | Healthcare | 20.34% |
| 3 | Industrials | 12.62% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1401
Suzano
SUZ
$9.99B
| $2.23M | ﹤0.01% |
+286,987
| New | +$2.49M |
|
1402
SBA Communications
SBAC
$19.6B
| $2.22M | ﹤0.01% |
+12,597
| New | +$2.6M |
|
1403
Louisiana-Pacific
LPX
$5.17B
| $2.22M | ﹤0.01% |
+28,179
| New | +$2.08M |
|
1404
WillScot Mobile Mini Holdings
WSC
$4.31B
| $2.21M | ﹤0.01% |
+76,499
| New | +$1.85M |
|
1405
Outfront Media
OUT
$5.33B
| $2.2M | ﹤0.01% |
+67,182
| New | +$2.08M |
|
1406
Quest Diagnostics
DGX
$25.9B
| $2.2M | ﹤0.01% |
+10,393
| New | +$2.04M |
|
1407
CRISPR Therapeutics
CRSP
$5.18B
| $2.2M | ﹤0.01% |
+40,274
| New | +$2.12M |
|
1408
Plains GP Holdings
PAGP
$5.11B
| $2.2M | ﹤0.01% |
+90,500
| New | +$2.17M |
|
1409
Affirm
AFRM
$26.2B
| $2.19M | ﹤0.01% |
+26,909
| New | +$1.76M |
|
1410
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $2.19M | ﹤0.01% |
+35,993
| New | +$2.15M |
|
1411
First Financial Bancorp
FFBC
$3.61B
| $2.19M | ﹤0.01% |
+64,670
| New | +$1.98M |
|
1412
Noble Corp
NE
$7.2B
| $2.18M | ﹤0.01% |
+58,524
| New | +$2.8M |
|
1413
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.87B
| $2.18M | ﹤0.01% |
+53,676
| New | +$2.13M |
|
1414
Snap
SNAP
$9.15B
| $2.18M | ﹤0.01% |
+492,000
| New | +$2.69M |
|
|
MRP
1415
Millrose Properties Inc
MRP
$5.04B
| $2.18M | ﹤0.01% |
+72,600
| New | +$2.1M |
|
1416
Transocean
RIG
$6.43B
| $2.18M | ﹤0.01% |
+444,630
| New | +$2.78M |
|
1417
Dow Inc
DOW
$22.4B
| $2.17M | ﹤0.01% |
+79,411
| New | +$2.88M |
|
1418
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
| $2.17M | ﹤0.01% |
+36,767
| New | +$2.17M |
|
1419
Veeco
VECO
$3.2B
| $2.16M | ﹤0.01% |
+28,511
| New | +$1.63M |
|
1420
Zimmer Biomet
ZBH
$19.2B
| $2.16M | ﹤0.01% |
+25,021
| New | +$2.19M |
|
1421
Vail Resorts
MTN
$5.28B
| $2.14M | ﹤0.01% |
+15,698
| New | +$2.04M |
|
1422
Snap-on
SNA
$20.9B
| $2.14M | ﹤0.01% |
+5,316
| New | +$2.01M |
|
1423
Cenovus Energy
CVE
$57.2B
| $2.14M | ﹤0.01% |
+86,167
| New | +$2.38M |
|
1424
Leonardo DRS
DRS
$12.2B
| $2.14M | ﹤0.01% |
+50,037
| New | +$2.22M |
|
1425
Entravision Communication
EVC
$832M
| $2.13M | ﹤0.01% |
+163,410
| New | +$1.16M |
|
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Jupiter Topco's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Jupiter Topco, which disclosed 2,461 positions worth $245B. Its ten largest holdings account for 28% of the portfolio.
Its largest position is NVIDIA: 80,761,806 shares worth $16.2B.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Healthcare and Industrials.
- Jupiter Topco's largest Q2 2026 buy was NVIDIA: 80,761,806 shares worth $16.2B.
- Jupiter Topco's ten largest holdings make up 28% of its $245B portfolio in Q2 2026.
- Jupiter Topco disclosed 2,461 positions in Q2 2026, its first 13F filing on record.
Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.